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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $114,252 | $53,128+115.1% | $86,582+32.0% | $70,126+62.9% |
| Participation rate | 28.1% | 65.3%-37.2pp | 73.5%-45.5pp | 69.5%-41.5pp |
| Annual return | 11.94% | 27.66%-15.7pp | 965.08%-953.1pp | 73.15%-61.2pp |
| Employer contribution / active EE | $238 | $2,068-88.5% | $2,839-91.6% | $2,343-89.8% |
| Participant deferral / active EE | $1,374 | $2,695-49.0% | $3,609-61.9% | $3,332-58.8% |
| Admin fee / account holder | $3,915 | $3,584+9.2% | $4,904-20.2% | $4,645-15.7% |